(17 May 2026) It is now 10 pm MST May 17, or, 4 AM GMT, May 18. As of now, the Strait of Hormuz has been blocked for 78 days.
The idea of the Second Signpost having started March 2 is still in play. And it will remain in play and either be disproved when the regime is completely disbanded, or will be confirmed when the Ram runs out across the Middle East. March 2 is the day the second horseman supposedly began taking away the peace of mind of the earth.
Oil Shortage Status and Scenario
This Oilprice analysis summarizes the global oil shortage fairly well, and gives us some dates ahead.
By the end of this month, the world will have suffered a loss of 1 billion barrels of oil against the global surplus inventory of 1.2 billion barrels existing three months ago.
One group of analysts say that by June the world would “approach operational stress levels”, meaning fuel shortages.
Ominously, JP Morgan says the Strait reopens in June, as if it must. The article reports,
“‘Our conclusion is that one way or another the strait reopens in June,’ JP Morgan’s Natasha Kaneva said, as an end to the war would be the only way the world avoids the shortage scenario. If that does not happen, ‘The next phase of this shock may look less like a traditional crude spike and more like a refining and end-user fuel crisis.’”
Conclusion
Unless something changes, like the Strait of Hormuz reopening soon, the world will head down the path of the Second signpost and the loss of peace of mind of the world.
Keep watch.
Categories: In The News, Signpost #2: Iran, World in the End Times
“operational stress levels” are not just a sign of fuel shortage. They are signs of very severe fuel shortage. For the expression means that it will be technically difficult to keep refineries and pipelines functioning at all. They need a minimum throughput to function.
If things get only a little worse than that, some refineries will have to shut down to keep the remaining ones functioning.
At that moment an often ignored fact will be felt: a lot of oil that according to the books is in the official inventory, is actually in all the pipelines in, to and from the shut down installations, and no longer flows. That oil is very difficult to access, if at all. So the real inventories are considerably lower than the official ones.
Following the links from this blog shows that awareness of all this is finally growing, especially after Trump came home from Xi empty-handed as far as the Strait is concerned.
People in the US government and the White House must know all of this better than anyone, whether they like it or not.
I read this morning in the news that on Tuesday there will be a big meeting in the White House to discuss how to go on, including military options (could not find the link again).
Then they have to decide to get out and leave the Strait to Iran, to keep the current standoff, or to go fight again. If they get desperate, I am afraid they will choose the third option.